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At Serratelli Financial Group, our goal is to provide you with strategies for meeting your financial goals, reducing your tax exposure and protecting your assets. Whether you just started your first job or are enjoying retirement, we will show you options that seek to improve your financial health. It’s not enough for you to just reach your financial lifestyle goals, we want you to exceed them.

Contact us today for a confidential, no-obligation consultation. ... Learn More

Jim started his career in finance over 25 years ago and has received numerous awards including Allianz’s A-List designation, the Cole Award for Exceptional Customer Service, Sammons Securities Company’s Circle of Excellence...

George began his career in finance in 2005 and joined the Serratelli Financial Group in 2007. He specializes in helping individuals, families, and business owners with accumulating and preserving wealth, legacy planning, and tax...

Rachel joined Serratelli Financial Group in 2006. Before joining SFG Rachel spent 10 years in the hospitality industry. As our Executive Assistant she plays a vital role in the day to day operations of our firm. Her commitment to...

Justin grew up in Suburban Pittsburgh Pennsylvania. He is a graduate of both South Park HS and The University of Pittsburgh. While at the University of Pittsburgh Justin was 4 year letterman for the Panthers football team. Justin...

Conor joined Serratelli Financial Group in 2016. He specializes in helping individuals and families protect their assets, save money, and address tax liabilities. Conor graduated Lehigh University with a degree in Finance. In his free...

Jesse is a 2004 graduate of Lenape High School where he was a 4-year letterman on the wrestling team. After graduating high school, Jesse enlisted in The United States Marine Corps and served his country proudly. Jesse has over 10...

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Serratelli Financial Group is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA/SIPC.Registered in the following states: Pennsylvania (PA)Insurance licensed in the following states: Pennsylvania (PA)Information found on this website is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named Broker Dealer nor the named Investment Advisor offers tax or legal advice.